Every number on this page came from an actual client engagement. We don't round up, and we don't cherry-pick. These are representative outcomes from the work we do.
Client names and identifying details are kept confidential at their request. Industry, engagement type, and outcomes are accurate.
A well-regarded independent insurance agency in Temecula had been in business for 11 years on referrals alone. Inbound from digital sources was effectively zero. They knew they were leaving volume on the table but hadn't been able to close the gap themselves. We rebuilt their brand position, designed and built a new website focused on conversion, deployed a local SEO campaign, and stood up an outbound outreach system targeting businesses in their coverage area. Within 90 days, qualified inbound inquiries were up 340% over the prior quarter. Within six months, they hired a second producer to handle the volume.
A healthcare practice with four providers was spending over 22 hours per week across their administrative team on manual scheduling, intake paperwork, insurance verification follow-up, and patient communication. We spent two weeks mapping every workflow, identifying redundancies and automation candidates, and designing the replacement system. We then built and integrated the automation pipeline with their existing EHR and scheduling tools. Total staff time on the affected workflows dropped by 78%. No headcount reduction, they redirected the recaptured time to a backlog of patient communication work that had been deferred for months.
A financial advisory firm in the Inland Empire had been growing exclusively through referrals and a monthly workshop series. Both channels were performing, but the partners wanted to build a pipeline that didn't require their personal time to generate every conversation. We built the full outbound infrastructure: positioning document, outreach sequences, email domain setup, automation tooling, and a tracking dashboard. In the first 30 days of operation, the system generated 47 qualified conversations. The partners closed 9 of them in the first 60 days.
An independent real estate brokerage had plateaued at approximately 40 transactions per year. The broker-owner was personally involved in almost every deal, which was the ceiling. We designed the operational structure that allowed agents to handle transactions end-to-end without broker involvement for standard deals. Built the systems, documented the SOPs, trained the team, and stood up the tracking infrastructure to give the broker visibility without requiring their participation. 18 months later, the brokerage was doing over 160 transactions annually with the same headcount.
A personal injury law firm was handling all intake through phone calls, a paralegal would take 45–90 minutes per inquiry screening potential cases. The process was both slow and inconsistent. We redesigned the intake architecture: a web-based intake form with conditional logic to capture case specifics, automated document collection, a scoring model to prioritize cases by likelihood of retention, and a CRM integration to route prioritized cases directly to the relevant attorney. Average intake time for qualified cases dropped by 60%. Case volume through the same team increased by 35%.
A two-dentist practice had been at capacity for three years, or so they believed. A diagnostic revealed significant revenue leakage: unscheduled treatment plans, lapsed reactivation opportunities, and an insurance mix that was underpricing relative to the market. We built the reactivation campaign infrastructure, redesigned the treatment plan presentation process, and renegotiated insurance contracts where the market supported it. Combined impact: $280K in additional annual revenue within 12 months, no new equipment, no new hires.
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